Campaigns

Campaigns let you send updates and notifications to groups of customers automatically. Instead of updating passes one by one, you can reach thousands of customers with a single campaign.

What Can Campaigns Do?

Send Notifications

Push messages directly to customers' lock screens:

• "You earned 50 bonus points!"
• "Your Gold status is about to expire"
• "Flash sale: 20% off today only!"

Update Pass Data

Change information on customers' passes:

• Add or subtract points
• Update tier status
• Change expiration dates
• Modify any custom field

Switch Pass Templates

Move customers to a different pass design:

• Upgrade from Bronze to Silver template
• Switch to a seasonal holiday design
• Move to a new updated template

Campaign Lifecycle

Every campaign goes through these stages:

Draft

The campaign is being built. You can:

• Choose your target segment
• Set up actions (notifications, updates)
• Preview who will be affected

Scheduled

The campaign is set to run at a future time. You can:

• See when it will start
• Cancel before it runs
• Make changes if needed

Active

The campaign is running. You can:

• Watch progress in real-time
• See delivery statistics
• Pause if something's wrong

Completed

The campaign finished running. You can:

• View final statistics
• See success and failure rates
• Learn for next time

Creating a Campaign

Step 1: Name Your Campaign

Give it a clear, descriptive name:

• ✅ "Holiday 2024 Points Bonus"
• ✅ "Q1 Tier Upgrade Notifications"
• ❌ "Campaign 1"

Step 2: Select Your Audience

Choose which segment to target:

Who should receive this campaign?
[Gold Members Active Last 90 Days ▼]

Preview: 1,247 passes will be affected

Step 3: Set Up Actions

Choose what happens to each pass:

Option A: Send a Notification

Message: "Happy Holidays! Check your pass for a special gift!"

Option B: Update Pass Data

Field: Points
Action: Add
Amount: 100

Option C: Switch Template

New Template: [Holiday Gold Member Card ▼]

You can combine multiple actions in one campaign.

Step 4: Choose When to Run

Run Now Campaign starts immediately after you launch it.

Schedule for Later Pick a specific date and time:

Start: January 1, 2025 at 9:00 AM

Step 5: Review and Launch

See a summary of what will happen:

Campaign Actions Explained

Notification Action

Sends a message to customers' phones.

Setting	Description
Message	Text that appears on lock screen (keep it short!)

Tips:

• Keep messages under 100 characters
• Include a clear call to action
• Make it feel personal, not spammy

Field Update Action

Changes data on the pass.

Setting	Description
Field	Which custom field to change
Operation	Set, Add, or Subtract
Value	The new value or amount

Operations:

• Set — Replace with new value: "Set tier to Gold"
• Add — Increase by amount: "Add 100 points"
• Subtract — Decrease by amount: "Subtract 50 points"

Template Switch Action

Moves passes to a different design.

Setting	Description
New Template	Which template to switch to

Use cases:

• Tier upgrades (Bronze → Silver → Gold)
• Seasonal designs (Regular → Holiday → Regular)
• Template updates (Old design → New design)

Monitoring Campaigns

Progress Dashboard

Watch your campaign run in real-time:

Status Meanings

Status	What It Means
Pending	Waiting to be processed
In Progress	Currently being sent
Completed	Successfully delivered
Failed	Something went wrong

Handling Failures

Some passes may fail to update because:

• The pass was deleted
• The customer removed it from their wallet
• A temporary technical issue occurred

Failed passes are logged so you can investigate.

Campaign Examples

Points Bonus Campaign

Goal: Give 100 bonus points to active Gold members

Setting	Value
Segment	Gold Members Active Last 90 Days
Action 1	Add 100 to Points field
Action 2	Notification: "100 bonus points added!"

Tier Upgrade Campaign

Goal: Upgrade Silver members who earned enough points

Setting	Value
Segment	Silver Members with 1000+ Points
Action 1	Switch to Gold Member template
Action 2	Set Tier field to "Gold"
Action 3	Notification: "Congratulations! You're now Gold!"

Re-engagement Campaign

Goal: Win back customers who haven't visited recently

Setting	Value
Segment	No Activity in 60 Days
Action 1	Add 50 to Points field
Action 2	Notification: "We miss you! Here's 50 bonus points."

Holiday Promotion

Goal: Give all members a seasonal surprise

Setting	Value
Segment	All Active Members
Action 1	Set Holiday Offer field to "20% off"
Action 2	Notification: "Happy Holidays! Check your pass for a gift!"
Schedule	December 25, 2024 at 8:00 AM

Best Practices

Planning Campaigns

• Test first — Run with a small segment before going big
• Check timing — Consider time zones and busy periods
• Review segment size — Make sure targeting is correct

Writing Notifications

• Be clear — Get to the point quickly
• Be valuable — Give customers a reason to care
• Be brief — Lock screen space is limited
• Be human — Write like a person, not a robot

Avoiding Mistakes

❌ Don't	✅ Do
Send too many notifications	Limit to important updates
Use all caps	Use normal capitalization
Be vague ("Check your pass!")	Be specific ("50 points added!")
Spam everyone	Target relevant segments

Measuring Success

After a campaign, review:

• Delivery rate — What percentage completed successfully?
• Response — Did customers take action?
• Feedback — Any complaints or uninstalls?

Use these insights to improve future campaigns.